See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,195 | $102,317+36.0% | $146,958-5.3% | $80,856+72.2% |
| Participation rate | 81.3% | 75.8%+5.4pp | 82.2%-0.9pp | 67.6%+13.6pp |
| Annual return | 14.11% | 134.76%-120.7pp | 418.34%-404.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,411 | $3,713-62.0% | $4,933-71.4% | $2,755-48.8% |
| Participant deferral / active EE | $8,729 | $6,644+31.4% | $8,070+8.2% | $4,296+103.2% |
| Admin fee / account holder | $14,870 | $7,941+87.3% | $12,998+14.4% | $6,918+115.0% |